IPC
CDR

Independent Portfolio Consultants’s Cedar Realty Trust, Inc CDR Stock Holding History

Independent Portfolio Consultants’s Portfolio CDR Stock Details CDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$65K Sell
2,027
-1,056
-34% -$35.9K 0.03% 481
2017
Q1 		$102K Buy
3,083
+259
+9% +$9.94K 0.04% 448
2016
Q4 		$122K Sell
2,824
-932
-25% -$40.4K 0.04% 406
2016
Q3 		$178K Sell
3,756
-217
-5% -$10.9K 0.06% 356
2016
Q2 		$195K Buy
3,973
+10
+0.3% +$463 0.06% 335
2016
Q1 		$189K Sell
3,963
-42
-1% -$1.93K 0.05% 350
2015
Q4 		$187K Sell
4,005
-379
-9% -$17.4K 0.06% 342
2015
Q3 		$180K Buy
4,384
+89
+2% +$3.83K 0.04% 361
2015
Q2 		$181K Buy
4,295
+109
+3% +$5K 0.04% 380
2015
Q1 		$207K Buy
4,186
+402
+11% +$20.2K 0.04% 352
2014
Q4 		$183K Sell
3,784
-7,640
-67% -$336K 0.04% 390
2014
Q3 		$445K Sell
11,424
-1,011
-8% -$42K 0.12% 251
2014
Q2 		$513K Sell
12,435
-130
-1% -$5.25K 0.14% 225
2014
Q1 		$506K Sell
12,565
-462
-4% -$19.1K 0.16% 223
2013
Q4 		$538K Sell
13,027
-260
-2% -$9.79K 0.19% 196
2013
Q3 		$454K Sell
13,287
-274
-2% -$9.59K 0.18% 235
2013
Q2 		$464K Buy
+13,561
New +$540K 0.21% 207

Other funds holding CDR

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
IP
InvenTrust Properties Downers Grove, Illinois $1.08M AUM 0.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.96B AUM 38.5% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Independent Portfolio Consultants's CDR Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Cedar Realty Trust, Inc (CDR) stake by 34% in Q2 2017, selling an estimated $35.9K and leaving 2,027 shares worth $65K. The position accounts for 0.03% of the portfolio, ranked #481.

Independent Portfolio Consultants first reported a position in CDR in Q2 2013 and has held it in 17 quarters since. The position peaked at $538K in Q4 2013. 147 funds tracked by Wall St. Rank hold CDR as of Q2 2017.

  • Independent Portfolio Consultants held 2,027 shares of Cedar Realty Trust, Inc worth $65K as of Q2 2017.
  • Independent Portfolio Consultants sold 1,056 Cedar Realty Trust, Inc shares in Q2 2017, an estimated $35.9K.
  • Cedar Realty Trust, Inc made up 0.03% of Independent Portfolio Consultants's portfolio in Q2 2017, its #481 holding.
  • Independent Portfolio Consultants first reported a position in Cedar Realty Trust, Inc in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Cedar Realty Trust, Inc position peaked at $538K in Q4 2013.
  • 147 funds tracked by Wall St. Rank held Cedar Realty Trust, Inc as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.